Google (GOOGL) Projects Up to $185B CapEx in AI Competition

AI Summary

Google (GOOGL) has announced a capital expenditure guidance for 2026 of $175 billion to $185 billion, nearly doubling the $91.45 billion spent in FY2025. The company aims to enhance its competitive stance in the AI sector as it merges operations of Google Brain and DeepMind. In Q4 2025, Google Cloud generated $17.66 billion in revenue, a 48% increase year over year, with operating income more than doubling. GOOGL shares have risen 120% over the past year, reflecting investor confidence amid increasing AI investments.